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Have you ever experienced the tangled web of finances? As former health coaches and athletes, we understand it takes more than just advice to help someone succeed. That's why we built a unique team-centered process, that will match your goals and objectives to solutions ideal for you and your family or business.
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
What are the advantages of a 529 college savings plan?
What are the tax advantages of an annuity?
What are my needs for burial and final expenses?
How long will my current life insurance proceeds last?
